Visa's AI-Driven Push May Shift Investment Narrative

Visa's push into AI-driven risk tools may change the case for investing in the company, according to recent updates.

The payment giant has expanded its A2A Protect solution and updated its Visa Vulnerability Agentic Harness, adding real-time AI fraud scoring and streamlined cyber remediation for banks and enterprises.

This move deepens Visa's role beyond card processing into fraud intelligence and security infrastructure that clients can plug into existing systems.

Analysts expect Visa's revenue to grow at an 11.2% annual rate, reaching US$61.1b by 2029, with earnings of US$33.3b in the same year.

The company's forecasts indicate fair value at $411.63 against a $375.07 share price, suggesting a 10% upside to its current price that could narrow fast.